Hannah has been with us since 2018 and is an integral part of our team. She has over a decade of experience working in the financial advice profession and she previously worked as a financial adviser, compliance officer and customer service manager. As well as holding a Diploma of Financial Services (Financial Planning) she is also a Justice of the Peace. Hannah works from our admin hub in East Maitland between the hours of 9am and 3pm.
So, let’s find out more about Hannah…
You have worked in the financial advice profession for over 10 years, what do you like about it?
It is a great profession. I enjoy seeing the positive impact quality advice has on clients’ lives. We often see clients come to us stressed about ‘how they can afford to retire’ and leave with a plan which gives them great peace of mind. It is very rewarding.
What do you like to do on the weekends?
What I “like to do” is go out for breakfast, take our French Bulldog Coco to Horseshoe beach as well as experience the best of what the Hunter Valley has to offer. However, like most busy working mums, my weekends are usually spent doing house chores and getting the family ready for the next week. As a special treat I love to go to Endota for a pamper!
What is the best piece of financial advice you have ever been given?
Protect what is important to you! Over the last 10 years I have unfortunately seen too many people not insured or underinsured and the devastating effects it can have on them and their families. It is so important to protect your family, not just your home and car.
The information within, including tax, does not consider your personal circumstances and is general advice only. It has been prepared without taking into account any of your individual objectives, financial solutions or needs. Before acting on this information you should consider its appropriateness, having regard to your own objectives, financial situation and needs. You should read the relevant Product Disclosure Statements and seek personal advice from a qualified financial adviser.
The views expressed in this publication are solely those of the author; they are not reflective or indicative of licensee’s position and are not to be attributed to the licensee. They cannot be reproduced in any form without the express written consent of the author.
Elliot Watson Financial Planning Pty Ltd and its advisers are Authorised Representatives of RI Advice Group Pty Ltd, ABN 23 001 774 125 AFSL 238429.